Overview
This article explains how attachments work in MedMe. It covers how pharmacists upload files, how patients submit insurance cards during booking, and how attachments are stored and managed on the patient profile.
Table of Contents
Attachments allow pharmacies to securely store important documents directly on a patient profile in the MedMe system. These files remain accessible for future consultations and administrative workflows.
Common examples include:
Insurance cards (front and back)
Referral documents
Signed consent forms
Lab results
Patient-provided documentation
Where to Find Attachments
Attachments can be found in three places on the patient profile:
Location | What it shows |
Attachments card on the Overview tab | The three most recent attachments, a + button to upload, and a category filter. Select See All Attachments or the card title to open the full list. |
Attachments tab | A full table of every attachment, with filters, sorting, and an Add Attachment button. The tab opens when See All Attachments is selected. |
Attachments card on an appointment's details | Files linked to that specific appointment, such as insurance cards the patient uploaded when booking. |
How to Upload an Attachment
Pharmacists can upload one or more files to a patient profile at the same time.
Open the Patient Profile in MedMe.
On the Attachments card, select the + button. On the Attachments tab, select Add Attachment instead.
The computer's file selection window opens. Select one or more files, then click Open.
The Add Attachment window opens with one entry for each file. For each file, review:
File Name: prefilled from the file name and can be changed.
Category: Insurance or Other (defaults to Other).
Link To: the patient's profile, or one of the patient's appointments.
To add more files, select Add Another. To remove a file, select the trash icon next to it.
Select Add.
MedMe scans each file for viruses before adding it to the profile. The file appears in the Attachments list once the scan is complete.
Tip: Multiple files can be uploaded if documentation such as front and back images of an insurance card need to be added
Scanning a Document Before Uploading
If a physical document needs to be uploaded (such as an insurance card or referral), the document can first be scanned using the computer’s connected scanner.
Use the computer’s scanner software or printer scanner to scan the document.
Save the scanned file to the computer (commonly as PDF, JPG, or PNG).
Return to MedMe and select the scanned file using Upload Files.
Warning: If a document was temporarily scanned or saved to the computer desktop, remember to delete the file from the computer after uploading to protect patient privacy and prevent storing patient information outside of the MedMe system.
Categorizing and Linking Attachments
Each attachment has a Category and is linked to either the patient's profile or one of their appointments.
Category | When it is used |
Insurance | Insurance cards and other insurance documents. Insurance files uploaded by patients during booking are also given this category. |
Other | Any other document, such as consent forms or lab results. |
Referral Information | Referral documents submitted by the patient through a booking form. This category is set by MedMe and cannot be selected when uploading. |
Link To controls where the file is associated:
Patient's Profile: general documents that are not tied to a single visit.
An appointment: documents for a specific visit, shown as the appointment type, date, and time. These files also appear on that appointment's Attachments card.
Please Note: Using the correct category ensures attachments are organized properly on the patient profile and easier to locate later.
Viewing, Downloading, Printing, and Deleting Attachments
Each attachment on the Attachments card shows its file name, category, size, and date added.
To view a file, select its name. Images open in a viewer inside MedMe, where they can also be opened in a new tab or downloaded. PDFs open in a new browser tab.
To download, print, or delete a file, select the ⋯ menu next to it and choose Download, Print, or Delete.
When Delete is selected, MedMe asks for confirmation. Select Delete again to remove the file.
Warning: Deleting an attachment is permanent and cannot be undone.
Please Note: Download and Print appear once MedMe has finished scanning the file.
Using the Attachments Tab
The Attachments tab lists every attachment on the patient profile in a table. To open it, select See All Attachments or the title of the Attachments card.
The table shows:
Name
Category
Link To: the patient's profile or the linked appointment. Select it to go to that appointment.
Size
Added By: Patient or Pharmacist
Date Added
Attachments are sorted with the newest first. Select a column header to change the sort. Use the Category, Added By, and Date Added filters to narrow the list, and select Reset Filters to clear them.
Attaching an Insurance Card to a Patient's Insurance
Insurance cards can be attached directly to a patient's insurance. MedMe then reads the card and fills in the insurance details for review.
Open the Insurance card on the patient profile and select + to add an insurance, or open an existing insurance and select Edit.
In the insurance window, select Add Insurance Attachment, then choose one of the following:
Select from patient attachments: pick a file already uploaded to the patient profile, then select Select.
Upload file: upload a new file from the computer.
MedMe scans the card and prefills the Payer, Subscriber ID, subscriber name, date of birth, and relationship. Prefilled fields are marked with a sparkle icon.
Review each prefilled field against the card shown on the left, correct anything that is wrong, and select Add or Save.
Tip: The card stays visible on the left while the insurance details are reviewed, which helps prevent typing errors.
Please Note: A file selected from the patient's attachments is changed to the Insurance category. Removing an attachment from an insurance does not delete it; the file stays in the patient's attachments.
For the full insurance steps, see How to Add and Manage a Patient's Insurance in MedMe.
Insurance Attachments During Patient Self-Scheduling
When a patient completes a booking through the MedMe Booking Portal, they may be prompted to upload insurance information.
The patient intake form can request:
Front of insurance card
Back of insurance card
After the booking is submitted, these files are saved to the patient profile automatically:
They are placed in the Insurance category.
Each file is named after the question it answered, such as Upload front of card.
They are linked to the booked appointment, and show Added By: Patient on the Attachments tab.
MedMe automatically scans uploaded insurance card images and creates an insurance record for you to review.
Warning: Insurance card scanning can make mistakes. Always confirm the payer, subscriber ID, and date of birth before saving.
Reminder: This ensures pharmacists have access to insurance documentation before the consultation begins.
Supported File Formats
MedMe supports common document and image formats for attachments, including:
PDF
PNG
JPG / JPEG
Other standard image formats
Please Note: Clear, high-resolution images make insurance cards easier to read and improve how accurately MedMe prefills insurance details.
Troubleshooting
A file does not upload
Confirm the file is a PDF or an image.
If Upload failed. Retry. or Virus scan failure. Retry. appears under the file, select Retry.
If the virus scan keeps failing, the file may be damaged. Save or scan the document again and upload the new file.
An attachment is not visible on the patient profile
Files appear only after MedMe finishes scanning them. Wait a moment and refresh the patient profile.
Check whether a Category filter is applied on the Attachments card or tab, and clear it.
The Attachments card shows the three most recent files. Select See All Attachments to see the rest.
A PDF does not open
PDFs open in a new browser tab. Check that the browser is not blocking pop-ups from MedMe.
A patient's insurance card is missing after booking
If the upload failed during booking, the patient was asked to bring their insurance information to the appointment. Scan the card at the pharmacy and upload it.
Conclusion
Attachments in MedMe allow pharmacies to store key patient documentation directly on the patient profile. Pharmacists can upload files such as insurance cards, consent forms, and PDFs, while patients can also submit insurance images during self-scheduling. Once uploaded, attachments remain accessible for review and can support tasks like verifying insurance details during consultations.
Have Questions?
Email care@medmehealth.com or message us via live chat for further assistance.